344 results found
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xero practice manager navigation pane / ribbon / table of contents link
For XPM / green xero
1/ can we have a table of contents link so we can navigate the client profile faster? Like if we want to jump to TAX DETAILS, or other custom contact fields we made
2/ can you include BACK TO TOP link function
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If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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xero authentication sms
alot of our elderly clients or non-tech savvy clients have serious trouble remembering their backup email or using the xero authenticator app (especially if they keep changing phones and the app key isn't backed up)
The only thing that remains the same for them (most of the time) is their mobile number. so sms authentication would help immensely
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Inventory Permissions - Ability to set for a Standard user
New Inventory Permissions - Standard user automatically gets full control of inventory. Is it possible to customise this like you have in Invoice only to View,Edit etc?
Could we please request further customisation of inventory permissions?
Under the current permission structure (NEW), a standard user has the ability to edit and manage inventory. However, if reduced to Invoice only, they can view inventory items (which is helpful) but they lose the ability to view all invoices for a contact. This makes it difficult for them to properly review customer purchasing history.
At present, the only way to allow visibility of…
1 voteThanks for sharing your needs in permissions with us here!
Just to check in terms of the Invoice Only role that you'd be looking to assign your staff - Is this is the Invoice Only draft role? If they don't need access to purchases perhaps the Invoice Only - Sales role would be appropriate where they'd still be able to view all invoices for a contact and can be assigned the 'View' permission for inventory.
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Copy Bill to Invoice, including all lines and look up Sell Price from Products and Services
It would be helpful to us if we could enter a bill into Xero, submit it, and then have the option to copy all the line details of that bill to an invoice, using the Sell Price in Products and Services (if they exist as items in the catalogue).
Some of our customer transactions are literal 'we buy in, add mark-up, and sell on' and we currently have to enter both a bill and a separate invoice to achieve this. Being able to take a bill and copy it to a draft invoice, ready for adjustments, would be very useful…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Be able to remove yourself from expenses only
Users who only have access to expenses should still be able to ask to have their permissions removed. It is ridiculous that I have access to a company expenses dashboard that I shouldn't because I don't know the subscriber and can't remove myself.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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user permissions
I recently noticed that all Standard Users in Xero are able to edit the settings on a client subscription. Is it possible to make this permission optional, so that the subscriber can decide whether or not to grant staff access to these settings?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Organisation setting page collapsible headings
The Organisation settings page should have collapsible headings, similar to the Reports page, for clear, concise, and faster access to settings.
Currently, the new look of the organisation settings page is a large step backwards. It is difficult to quickly find and select a setting area that is not part of the shortcut menu options in the new look homepage/menu rollout.
The current organisation settings page is an exercise in excessive scrolling abilities to find the setting you need to access quickly.
The old (clunky-looking) Basic Settings listing and the Advanced Settings listings were a faster and better layout to…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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On the new homepage, add a 'transfer bank feed' option for a bank account (as it was on the old home page)
On the new homepage, a 'transfer bank feed' option for a bank account is not available anymore as it was on the old home page. I was able to switch to the old look and complete the transfer of a bank feed, but from 2 Mar 2026 the switch to the old homepage will be disabled. Hope this fix is already in the pipeline..
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Limiting self-approval in XeroMe
I have read the Xero feedback that multiple approval levels in XeroMe expenses is not on the roadmap (disspointing) but I would like to make a case for a specific situation. I have team managers that can approve other expenses, but they should not be able to approve their own expenses.
Can we please have a check box, or option, that if someone is granted approver status, that they should or should not be able to approve their own expenses? Everyone needs a reviewer, but as it stands, if someone is granted approval rights, that individual can approve their own…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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allow "invoice only" users to post to xero from orderwise
I would like a member of staff to be able to post to Xero from our Orderwise ERP software when I am away, so that I can have a holiday where i don't have to log in to Xero and Orderwise every morning. It is not currently possible as she has "invoice only" access. which works for everything else she does, but will not allow her to post from Orderwise to Xero. I don't want to give her access to the bank accounts so I'm stuck. Please consider making a change to user permissions to allow this 3rd party posting…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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The master admin has the ability to password lock a tax return or Xero Blue file to ensure even an administrator access cant view or change
abity to password lock with a master password or a requirement that to access a specifit tax return or Xero Blue file you will need to two step log in confirm access to ensure even an administrator access cant view or change a file such as the tax return and financials or the practice itself to keep its financial info secure from employees qith admin access
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Quote Only User Role with Restricted Inventory Access
Proposed Feature: Quote Only User Role with Restricted Inventory Access
Introduce a Quote Only user role in Xero that allows a user to create, edit, send and approve quotes while restricting access to all other parts of the system. The user should only see the quotes they created themselves and nothing else.
The Quote Only user should be able to create quotes, edit their own quotes, send quotes to customers, and view inventory items with read only access. Inventory visibility should include item descriptions, prices, tax settings, and available stock quantities, but the user should not be able to modify…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Group of companies
Where you have a group of companies, it would be great if you could have a HomePage which consilidated the position across all Group companies. Forinstance if you had 3 subsidiaries under 1 topco, it would be great to see the cash balances, creditors and debtors of all 4 companies in one place.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Sort Code
XERO is the only system I know which does not automatically add the hyphen between the numbers. e.g. 00-00-00 Instead XERO goes 000000 and you have to add 2 hyphens. This would just be nice!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Logo on homepage
Can we please have the ability to add company logos? You have logos for the bank feeds, but when you have multiple company acocunts, adding logos woul dbe great.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Invoice Only - unable to:- run reports (such as suggested payments & debtors reports), send remits on batch payments, view receipts, advan
Invoice only - unable to carry out below tasks essential to my role (I was able to this on previous system), can only have access to the below if I can see the bank which the business owner does not want.
Would be helpful for basic functions to be more accessible and/or to be able to customise user permissions based on companies own set up
Run reports (eg. Suggested payments, debtors etc)
Send reminders when payments are due (not automated)
Send remits in batch payments (we make the majority of payments on BACs runs)
Advance postings on sales invoice
Delete…2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Restrict access to certain contacts
It would be great if it is possible to include restrictions within the a specific contact, to be able to make private in order to limited the users who has access to a contact, especially when the contact contains private information that should not be accessible by all users I.e Staff members/directors/share holders who are set up as contacts through bank transactions.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Have the ability to open multiple entities on multiple tabs and be able to colour code each entity for easy identification
It would be amazing to have the ability to open multiple entities on multiple tabs at the same time and be able to colour code each entity for easy identification.
When working in an organisation with multiple entities and needing to reconcile accounts between each entity is currently very time consuming.2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Dashboard - Please, have folders on Dashboard so that bank accounts can be grouped and limitiation of 50 accounts can be bypassed
Today I learned with shock that the new dashboard only supports 50 bank accounts for display. Unfortunately, we have more accounts which on the new dashboard layout will not be shown. That is not good for our organisation. The workaround via the "list of accounts" is cumbersome and definitely not an improvement.
If more than 50 bank accounts cannot be displayed on the dashboard or "Home" page, would it be possible to have FOLDERS on the dashboard like folders on a PC desktop or on a smartphone? Then I could allocate around 10 bank accounts into one folder according to…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Products and services
Make "Products and services" available under Sales, Purchases, and Accounting
Ideally you should have access to products via:
=> Sales (apply filter to show only goods you sell)
=> Purchases (apply filter to show only goods you buy)
=> Accounting (show all no filters)1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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